Key Account Manager overseeing OTR sales and customer relationships in South Africa. Responsible for developing new business and maintaining key customer portfolios with site visits.
FM
Hybrid Relationship Manager – Servicing Advisor
Posted 2 months ago
About the role
- Relationship Manager & Servicing Advisor in rapidly growing RIA focused on exceptional client service. Supporting high-net-worth clients' needs without business development pressure.
Responsibilities
- Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions
- Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up
- Attend client meetings, take detailed notes, and own post-meeting task completion and client communication
- Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review
- Support tax planning analysis, including Roth conversion evaluations and other planning scenarios
- Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work
- Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
- Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support
- Maintain meticulous CRM documentation and ensure timely completion of all client requests
- Create capacity for business development by delivering excellent day-to-day service
Requirements
- Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required)
- 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management
- Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through
- Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals
- Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls
- Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization
- Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact
- Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively
- Technology proficient - Comfortable learning new systems and leveraging technology for efficiency
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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